The Premium Plan includes everything in the Lite Plan, plus an advanced CRM, AnnuityAI automations, an AnnuityAI pipeline, installed nurture emails, agent calendar access, access to ad templates, email marketing, and reporting.
The Premium Plan is available for a monthly fee or an annual fee. The annual plan provides a discount, offering 12 months of service for the price of 10.
The AnnuityAI pipeline is a custom workflow that helps you manage your sales process from lead generation to closing, ensuring you never miss a step.
Installed nurture emails are pre-written email templates designed to nurture your leads and clients, automatically installed and ready for use.
Agent calendar access allows you to manage your appointments and schedule efficiently within the AnnuityAI platform.
The Premium Plan includes comprehensive reporting tools that provide insights into your sales performance, client interactions, and marketing campaigns, helping you make data-driven decisions.
Each insurer that AnnuityAI™ is contracted with has sole financial responsibility for its own insurance. Not all insurers are authorized in all states. Not all products, coverages, features and discounts are available in every state and may vary by state. Restrictions, exclusions, limits, and conditions apply. See agent for details.
AnnuityAI™, its affiliates, insurance agents and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Insurance and annuity products are offered through the individual insurance agents and their respective agencies. Insurance agents and representatives will provide their own legal disclaimers and insurance license numbers once they are scheduled through the appointment application.
This information will remain private and confidential. It will only be used by AnnuityAI™ to determine if an annuity is right for you. All content is for educational purposes only. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances.
Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale.
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